CLIENT JOURNEY

TCC Client Journey

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CLIENT JOURNEY 作者: Mind Map: CLIENT JOURNEY

1. OFFERINGS

1.1. CONSULTING

1.2. PACKAGES

1.2.1. AUDIT

1.2.2. BRANDING

1.2.2.1. Minimalist

1.2.3. WEBSITE

1.2.4. SEO & MARKETING

1.3. ONGOING/MONTHLY

1.3.1. BRAND MAINTENANCE

1.3.2. SEO

1.3.3. HOSTING

1.3.4. WEBSITE MAINTENANCE

2. QUALIFIED LEAD

2.1. REFERRAL / HOT LEAD

2.1.1. Reach Out / Response Email

2.1.1.1. Research Their Business / Website

2.1.1.2. Personalize per Referral / Research

2.1.1.3. Reiterate or Identify Problem we can Solve

2.1.1.3.1. Align Pursu as Solution

2.1.1.4. Share Helpful Link / Resource / Blog Post

2.1.1.4.1. Opt In

2.1.2. RESPONSE

2.1.2.1. Interested

2.1.2.1.1. Send Schedule Link

2.1.2.2. No Response / No Activity

2.1.2.2.1. Wait 6 Months

2.1.2.2.2. Send Opt In Email

2.1.2.3. No Response / After 2 Days

2.1.2.3.1. Follow Up

2.1.2.3.2. No Response / After 6 Days

2.2. PAST CLIENT (6 Mo or Older)

2.2.1. Reach Out / How Are Things Email

2.2.1.1. Personalize per Past Project / Relationship

2.2.1.2. Share Helpful Link / Resource / Blog Post

2.2.1.2.1. Opt In

2.2.1.3. Share New Products / Services

2.2.1.3.1. Website Link

2.2.1.4. Ask to Schedule a Call

2.2.1.5. RESPONSE

2.2.1.5.1. Interested

2.2.1.5.2. No Response / After 2 Days

2.2.1.5.3. No Response / No Activity

2.3. ONLINE CAPTURE

2.3.1. Download / Opt In

2.3.1.1. RESPONSE

2.3.1.1.1. No Activity

2.3.1.1.2. Interested

2.3.1.1.3. No Response / After 2 Days

2.3.1.2. Online Course / Workshop

2.3.1.2.1. Thank You Email

2.3.1.2.2. Watch / Log In Link

2.3.1.2.3. Follow Pursu Linked In / IG / FB Page for Helpful Blogs, Articles, Content

2.3.1.3. Free Resource / Download

2.3.1.3.1. Thank You Email

2.3.1.3.2. Follow Pursu Linked In / IG / FB Page for Helpful Blogs, Articles, Content

2.3.1.3.3. Download / Access Link

2.3.1.4. After 24 Hours

2.3.1.4.1. Follow Up

3. COLD LEAD

3.1. COLD MESSAGE (FB or LinkedIn)

3.1.1. Follow Email Steps, but Correspond via Messanger / Messages

3.1.2. Create a more Personal Connection by Doing your Homework!

3.2. COLD EMAIL

3.2.1. Research Their Business / Website

3.2.1.1. Identify Individual Problem / Areas of Improvement

3.2.1.2. Learn About Their Brand / Story

3.2.1.3. Reach Out / Send Email

3.2.1.3.1. Personalize Cold Lead Email Template

3.2.1.3.2. Make Personal Connection (if Possible)

3.2.1.3.3. Share RELEVANT Helpful Links / Resource / Blog Posts

3.2.1.3.4. Ask to Schedule a Call

3.2.1.3.5. RESPONSE

4. GOAL

4.1. TYPES OF CLIENTS

4.1.1. COLD LEADS

4.1.2. REFERRAL

4.1.3. PAST CLIENT

4.1.4. DOWNLOAD RESOURCE

4.1.5. ONLINE COURSE

4.2. WHAT ARE WE TRYING TO ACCOMPLISH?

4.2.1. BRAND AWARENESS

4.2.1.1. EDUCATE

4.2.1.1.1. Email / Newsletter / Personal Message

4.2.1.1.2. Website

4.2.1.2. GROW FOLLOWING

4.2.1.2.1. Facebook

4.2.1.2.2. Instagram

4.2.1.2.3. Linked In

4.2.1.2.4. Email / Message

4.2.2. NURTURE RELATIONSHIP

4.2.2.1. CREATE VALUE

4.2.2.1.1. Share / Educate

4.2.2.1.2. Differentiator

4.2.3. DIRECT SOLUTION

4.2.3.1. PRODUCT / SERVICE

4.2.3.1.1. Branding

4.2.3.1.2. Website

4.2.3.1.3. Social Media

4.2.3.1.4. Audit

4.2.3.1.5. Monthy Support

4.2.3.1.6. User Experience (Ongoing)

4.2.3.2. COACHING

4.2.3.3. ONLINE COURSES

5. EXISTING CLIENT

5.1. Inform About Monthly Support Hours

5.2. Ask to Follow Social Media (LI / FB / IG)

5.3. Share Helpful Blogs / Articles / Training

5.4. Ask for Testimonial / Referral

6. ONLINE COURSES MARKETING

6.1. WEBSITE MASTERCLASS BUNDLE

6.1.1. Website Essentials: What You Need to Get Started

6.1.1.1. Free 10 Minute Sales Video

6.1.1.2. Free Download

6.1.1.2.1. Web Essentials Checklist

6.1.1.3. Course

6.1.1.3.1. LAURIE TO OUTLINE

6.1.1.4. Upsell into Coaching

6.1.1.4.1. What does this Look Like?

6.1.2. Build the Perfect Homepage

6.1.3. Trusted Website Technology

6.1.3.1. Hosting

6.1.3.1.1. Securely host your website with a managed WP platform

6.1.3.2. Salient

6.1.3.2.1. A user friendly theme that empowers you to manage your own website.

6.1.3.2.2. Why Salient is a great option

6.1.3.3. Integrations

6.1.3.3.1. Automate your business, free up your time, get more done

6.2. BRANDING MASTERCLASS BUNDLE

6.2.1. Brand Foundation

6.2.1.1. Free Download

6.2.1.1.1. 5 Ways to Get More from Your Logo

6.2.1.2. Course

7. COURSE CONTENT

7.1. BRANDING

7.1.1. M1: WELCOME

7.1.1.1. Introduction

7.1.1.1.1. Who am I

7.1.1.1.2. Why Should They Care

7.1.1.1.3. Personal Connection

7.1.1.2. Set Expectations

7.1.1.2.1. What This Course Covers (Topics)

7.1.1.2.2. What They Will Walk Away With (Benefits)

7.1.1.2.3. To Do It Right - This Course Requires Time, Energy & Effort

7.1.1.3. Framework / TOC

7.1.1.3.1. Share Course Outline

7.1.2. M3: UNDERSTANDING WHAT A BRAND IS

7.1.2.1. Branding is NOT a LOGO...

7.1.2.2. What is a Brand?

7.1.2.2.1. Branding is the FOUNDATION from which your Business GROWS & THRIVES

7.1.2.2.2. Branding GUIDES every important decision (Business / Marketing / Growth)

7.1.2.2.3. What Great Branding Can Do

7.1.2.3. Define Branding Terms

7.1.2.4. Business Naming & Your Brand

7.1.3. M4: THE BRAND BALANCING ACT

7.1.3.1. Branding is about PERCEPTION

7.1.3.1.1. Brand Perception

7.1.3.1.2. What is WITHIN Your Control

7.1.3.1.3. What is OUTSIDE Your Control

7.1.3.1.4. How to Evolve Your Brand as Changes in your Environment Occur

7.1.3.1.5. What to do If You've Made a Mistake

7.1.3.1.6. How to Measure Brand Health

7.1.3.1.7. The Authenticity Balance

7.1.4. M5: PUT IT TOGETHER / 6 FOR SUCCESS / BRAND PLAYBOOK

7.1.4.1. Aspirations

7.1.4.1.1. Why, Mission, Vision, Manifesto

7.1.4.2. Brand Core

7.1.4.2.1. Values, Persona, Culture

7.1.4.3. Wow-Factor

7.1.4.3.1. Differentiator, USP, Niche

7.1.4.4. Environment

7.1.4.4.1. Competition, Social, Economic

7.1.4.5. Identity

7.1.4.5.1. Logo, Visual Branding, Messaging (Voice)

7.1.4.6. Pack

7.1.4.6.1. Audience, Partners, Support System

7.1.4.6.2. Brand Ambassadors

7.1.4.7. Why haven't we talked about PRICE?

7.1.4.7.1. Price is NOT a differentiator

7.1.4.7.2. a solid brand will allow you to charge what you're worth

7.1.4.7.3. a brand that makes an emotional connection does not rely on price

7.1.4.8. Success Workbook

7.1.4.9. there is lots of entanglement with a brand - everything touches everything else. it is NOT a linear process.

7.1.5. M6: HOW TO USE YOUR BRAND

7.1.5.1. Consistency is Key

7.1.5.1.1. brand standards

7.1.5.2. Use it as Inspiration for Your Business Growth

7.1.5.3. Using your Pitch / How to Talk About Your Business

7.1.5.4. How to add / use your branding on website - social media - etc.

7.1.5.5. creative brief for working with a designer

7.1.5.5.1. unfortunately can't avoid hiring a designer

7.1.6. visual identity basics

7.1.6.1. from BBS Weed 01?

7.1.7. DISCOVER / BUSINESS PLAN / BRAND STRATEGY

7.1.7.1. M2: ASSESSMENT

7.1.7.1.1. Your Dream Brand

7.1.7.1.2. Brand Self Assessment

7.1.7.1.3. Find Opportunities / Gaps

7.1.7.1.4. Set Goals

7.1.7.2. PRE: YOUR BRAND BASICS (Course PreWork) (things that should have been completed in a business plan) - FREE WEBINAR?

7.1.7.2.1. WHAT YOU DO

7.1.7.2.2. WHO YOU SERVE

7.1.7.2.3. WHERE YOU FIT

7.1.7.2.4. FIND GAPS/OPPORTUNITIES

7.1.7.2.5. CREATE BRANDED WORKSHEETS

8. SALES FLOWS

8.1. ONLINE CAPTURE

8.1.1. Download / Opt In

8.1.1.1. Free Resource / Download

8.1.1.1.1. The Perfect Welcome Email

8.1.1.1.2. Thank You Page with Video

8.1.1.2. After XX Hours

8.1.1.2.1. NURTURE